Tips on using social media, communication with women clients and using equities as hedge against inflation were among the topics discussed at Retirement Coaching Conference for Financial Advisors, held in Toronto, on April 3.
Tom Deans, author of "Every Family's Business," discusses the grim facts that only one third of family businesses will transition to the second generation and only ten percent to the third generation, data that impacts retiring boomers. He suggests advisors should start a conversation with clients about the future of their businesses and how to protect their wealth. Deans spoke at the Retirement...
Conventional wisdom is to increase fixed income allocations with age. However, Robert Schmidt, manager of the Brandes Institute, says that carefully chosen equities deliver better returns for healthy and wealthy boomers than the traditional Rule-of-Thumb (ROT) fixed income allocation strategy. Schmidt spoke at the RCC in Toronto.
Bev Evans, investment advisor and financial planner, Richardson GMP Ltd., gives three key practical tips on how to achieve effective communication with female clients. She spoke at the Retirement Coaching Conference for Financial Advisors in Toronto.
Tom Reimer, co-founder and managing partner, Accretive Advisors, explains why advisors should embrace social media. He says advisors who don’t use social media risk losing clients to advisors who do use it. Reimer spoke at the Retirement Coaching Conference for Financial Advisors in Toronto.